Hello & Welcome

Welcome to the Personal Finance Portal (PFP)

Welcome to the Personal Finance Portal (PFP) – the revolutionary app that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. So whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered.

Secure Messaging

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.

A Secure Document Vault

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.

Access to PFP Premium

PFP Premium is an additional service that enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your total net worth. Plus, you'll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you're progressing against the goals you've set.

Valuation figures provided may not reflect changes due to movement in the unit price, unit holdings or the impact of changes in withdrawals or contributions. We recommend that you confirm with your Adviser before taking action based on this information.